Associate

Job Role: Associate / Sr. Associate (Acquisition)

Location: Faridabad, Haryana

Experience: 0-4 Years

Qualification: Bachelor’s degree in any subject in Finance, Business, or a related field.

About the role: The primary responsibility of this role is to open new investor accounts and generate consistent monthly inflows aligned with defined targets. The ideal candidate will have a strong background in financial products and a passion for sales

Key Responsibilities:

• Acquire new retail clients and open fresh mutual fund investment accounts
• Achieve monthly sales targets through SIP / Lumpsum investments
• Stay updated on market trends, fund performance, and regulatory changes
• Develop and implement effective sales strategies to achieve mutual fund sales targets.
• Identify and engage potential clients through various channels, including networking, referrals, and cold calling.
• Prepare and deliver sales proposals to potential clients.
• Collaborate with internal teams to ensure smooth onboarding and client servicing.
• Maintain accurate records of client interactions and transactions in the CRM system.
• Ensure complete and accurate documentation in line with KYC, AML, and regulatory requirements
• Follow the compliance, regulatory, and ethics requirements to deliver an exceptional client experience

Requirements:

• Bachelor’s degree in any subject in Finance, Business, or a related field.
• Relevant experience in financial sales, with a focus on mutual funds or similar investment products preferred but not mandatory
• Good communication, negotiation, and presentation skills.

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